Stripe Connect

Stripe Connect links a Stripe account to a Business in ShingleAI so customers and transactions sync between the two systems. You configure it from your organization’s settings — each Business can connect to one Stripe account.

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Prerequisites

• You must be an Owner or Admin to connect, disconnect, or change sync settings
• The Business you want to connect must already exist in ShingleAI (see Business profile)
• You need an existing Stripe account with permission to authorize OAuth connections

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Connect Stripe

To connect a Business to Stripe:

1. Navigate to Settings > Integrations > Stripe (at /{orgSlug}/settings/integrations/stripe)
2. Click Connect Stripe
3. You’re redirected to Stripe’s authorization page — sign in if needed and approve the connection
4. Stripe sends you back to the integration page with a success message

When the connection completes, ShingleAI automatically:

• Sets the sync mode to One-Way (Stripe → ShingleAI)
• Triggers an initial full inbound sync of customers and transactions

The connected account’s name, email, and connection date appear at the top of the page once linked.

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Sync modes

Stripe Connect supports three sync modes. You can switch between them at any time without disconnecting. To change modes:

1. On the Stripe integration page, find the Sync mode card
2. Select the new mode
3. Confirm in the dialog that explains what will happen

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Manual full sync

Use Sync Now on the integration page to re-run a full inbound sync without changing modes. This is useful after bulk changes in Stripe (e.g., importing customers there) or to recover from a long offline period. When sync mode was Off for more than 7 days and you re-enable it, ShingleAI runs a full inbound sync automatically to catch up.

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Customer mapping

ShingleAI tries to link Stripe customers to existing ShingleAI customers automatically by normalized email address during initial sync. The matching rules:

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Manage mappings

Click Manage Customer Mapping on the Stripe integration page (or visit /{orgSlug}/settings/integrations/stripe/customer-mapping) to review and edit links. The customer-mapping table shows each Stripe customer alongside its current link status. Filter by All, Unlinked, Ambiguous, or Linked to focus on what needs attention. For each row you can:

• Link — Open the customer picker, search ShingleAI customers by name or email, and link manually
• Unlink — Remove the existing link without deleting either customer
• Auto-link by email — Bulk action at the top of the page; runs the same email-matching rule against all unlinked and ambiguous customers visible on the current page and reports a summary

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Sync errors

When inbound or outbound sync fails for a specific customer or transaction, ShingleAI records the error and surfaces it in a Sync errors card on the main integration page. Each error row shows:

• The entity that failed
• The error message
• How many times it has been retried
• The timestamp of the last attempt

For each error you can click Retry to re-run the sync for that single entity. On success, the error row is removed; on failure, the attempt count increments. The Clear all button at the top of the card removes all error rows but does not retry them. Use it to acknowledge errors you’ve decided to ignore.

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Disconnecting

To disconnect Stripe from a Business:

1. On the Stripe integration page, click Disconnect Stripe
2. Confirm in the dialog

Disconnecting:

• Stops all future inbound and outbound sync
• Preserves all customers and transactions already imported into ShingleAI
• Leaves the Business in a clean state — you can connect a different Stripe account afterward

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Connection revoked from Stripe

If you (or another Stripe admin) revoke ShingleAI’s access from the Stripe Dashboard directly, ShingleAI detects the revocation the next time the integration page loads and shows a banner explaining the connection is no longer valid. Click the Disconnect button in the banner to clean up the broken connection record, then reconnect when ready.

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Limitations

• One Business per Stripe account. Each Business connects to a single Stripe account; Stripe accounts cannot be shared across multiple Businesses
• Two-Way is forward-only. Switching to Two-Way pushes future ShingleAI edits to Stripe but does not back-fill historical edits
• Ambiguous matches require human review. Auto-link skips any Stripe customer whose email matches multiple ShingleAI customers
• Stripe rate limits. Initial sync respects Stripe’s per-account rate limits and throttles between pages, so very large accounts take longer than a single API page would suggest

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Next steps